Now that transaction dimensions and accounting classes have been created, the final step needed before Analytical Accounting can be used for entering transactions and to grant user access to the transaction dimensions. Access can only be configured for alphanumeric transaction dimensions, whereas other transaction dimensions will be available to all users.
To grant user access, perform the following steps:
Open the User Access to Trx Dimension Codes window in Dynamics GP by selecting Administration from the navigation pane on the left, and then clicking on User Access in the area page under Setup | Company | Analytical Accounting.
Enter
MARKETING
in the Trx Dimension field.Enter
ONLINEADS
in the Trx Dimension Code field.To give access to the dimensions during transaction entry, mark the checkbox in the Dimension column, next to the relevant users in the scrolling window.
To give access to the dimensions when making an adjustment to a posted transaction, mark the checkbox in the Adjust column next to the relevant users in the scrolling window.
Click on Save, and repeat steps 2 to 5 for all transaction dimension codes, which have been created.
Once granted access, users can enter or adjust transactions. Any new user created in Dynamics GP will need to have access granted before they can enter or adjust dimension information.
As discussed earlier, Analytical Accounting integrates with the standard security model of Dynamics GP. But, this is only to give access to the windows themselves. If a user is to be able to use the alphanumeric analysis codes, then the user needs to have access granted through User Access to Trx Dimension Codes.
When implementing the module, it would be worth speaking to your Dynamics GP partner for scripts to help automate the configuration of security for new codes.